-23.9%
ACN vs SMTC
+31.5%
-55.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +12.8% | -15.2% | -2.8% |
| 7D | -2.5% | -4.8% | +2.3% | -2.5% |
| 30D | +22.6% | -37.8% | +60.5% | +24.7% |
| 3M | +45.9% | -16.5% | +62.4% | +45.1% |
| 6M | +43.8% | -4.4% | +48.2% | +38.2% |
| YTD | -2.5% | +58.0% | -60.5% | -12.7% |
| 1Y | +6.5% | +62.0% | -55.5% | -5.4% |
| 3Y | -14.2% | +745.7% | -759.8% | -49.8% |
| All | -23.9% | +31.5% | -55.3% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SMTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling